+1,133.2%
HAS vs PTEN
+1,889.0%
-755.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -1.8% | +0.7% | -2.5% | -1.9% |
| 30D | +2.3% | +31.2% | -29.0% | -1.1% |
| 3M | +10.4% | +2.0% | +8.3% | +9.4% |
| 6M | -3.2% | +42.4% | -45.6% | -8.3% |
| YTD | +15.4% | +109.2% | -93.8% | +4.4% |
| 1Y | +18.8% | +122.3% | -103.5% | +6.4% |
| 3Y | +43.9% | -5.6% | +49.5% | +39.3% |
| 5Y | +13.9% | +86.5% | -72.6% | -1.4% |
| 10Y | +56.4% | -22.1% | +78.5% | +31.2% |
| All | +1,133.2% | +1,889.0% | -755.8% | +658.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling